Salesforce Platform Reviews: 4.5/5 — Highly Rated

super customizable. you can get deep analytics. SaaScend was an amazing 3rd party consultant to help us implement SFDC and our marketing automation system. I would look for Saascend, Craig Jordan, You can tell him Greg Sent you and he'll take good care of all your company's needs.

super customizable and the support is horrible, just beware. you can customize it a lot but you want to map out the processes before deploying. there is a decent learning curve so you might want to hire a consultant to help you through.

it's our CRM and tracking of sales opps

It's tailored for sales and service purposes. Highly relevant for a call center or sales representatives on the go. Easy to use. Nice UI.

It's more rigid in its customization and it still needs some catching up to do with features in relation to Classic

the overall layout allows for more information at a glance, which reduces clicks and inconveniences shifting from one page to the other. This helps us improve performance and our Q2C flow

I do find Lightning a little more intuitive and easy to use. My team were reluctant to move over from the old version last year but we are all happy with the new UX. The reports are invaluable to our sales team.

I think it a little too customize to customize the pages. It also takes two or three clicks to get some information when it should only take one

Tracking all communications with our inbound prospects and customers. Daily, weekly and monthly sales reports

Good integration with AD, ease of use

No dislike yet for the associated software

To integrate using single sign on

everything is connected, we work with worldwide teams helps a lot with collaboration

every new functionality has to be paid for so it gets hard to have new things

basically worldwide collaboration with the sales and engeenering team

The user interface and the new capabilities it provides to standard or custom functionality.

Lightning is still not available or fully functioning across all salesforce functionality. There are areas with several limitations or even not working, which in classic work perfectly.

The main benefit would be around customer experience around the new User Interface.

User interface definitely has some nice features, such as the kanban optional views.

Performance still seems slow and for existing Salesforce users, there are significant change management issues that prevent us from moving forward with lightning.

Sales opportunity and pipeline management.

Salesforce is the best answer for your organization's showcasing, deals and bolster endeavors. This across the board programming offers all that you have to discover and keep clients, bring deals to a close and develop your business.This application included another measurement in contact administration, lead era,opportunity administration,deals determining, work process mechanization, cooperation apparatuses and numerous more under one rooftop. Its simple to-utilize and a genuine saver. This cloud-based CRM programming stores all data and reports and gives access to sign into your record from any side of the world.

The thing I despise about salesforce is its database loses its quality when it gets too enormous which is no immediate blame of the CRM yet there could be more measures set up to secure against this kind of thing. It in some cases needs a touch of manual push to alter different errands and it is difficult to get an outline of my week by week plan.

I can without much of a stretch utilize this application from anyplace with only a basic tap on my telephone. It has spared my important time and I feel my business more secured by deals drive. This Lightning Stage gives business the speediest, most entire approach to put your clients at the focal point of all that you do. One can without much of a stretch depend on this application for making great association with clients for better business.

The speed to develop an application on the force platform is very quick. They have done a lot of the heavy lifting for you which can save a TON of time, no need to re-invent the wheel. By leveraging out of the box features, with a relatively small amount of customization you can get a basic application running in a matter of minutes or hours. This is incredible really, compared to old-school development where you had to write everything yourself.

There are significant limitations on the platform, the limits are evrywhere. CPU time, query result size, query statements, it goes on. You will bump into limits all the time, but there are generally ways to deal with those limits. But honestly that is the most frustrating part, the limitations of a multi-tenant cloud environment. Regardless, it's still amazing what can be done on the platform in such short time.

Aside from the basic CRM, we have developed a huge amount of proprietary software which is very specific to our business. Contract management, inventory management, equipment standards and taxonomy, much more.

Being able to find and organize new and existing contact leads.

The offering tagging is tedious; as well as the unbundling when entering TCV and revenue

Business development and sales enablement

We are heavy users of SFDC in our company and this level of protection was a no-brainer. The two-step authentication is key these days. We are assured that App Cloud, coupled with our own security, will provide us with secure accounts. As we continue to push roll out to more mobile use, this authentication will be even more important.

Not much to dislike so far. Have not had any significant issues.

With moving to a more mobile use of SFDC, across many different types of devices in a number of different regions, it is providing the level of security we expect and require.

Love the extra layer of security with two-step authentication. I'm more confident that my accounts are secure.

Although I liked the idea of this app, I found the location services to be problematic; it never remembers that I've already verified that I'm at the same computer.

I hated using a VPN, so this is much easier to use. I also love the Apple watch integration but don't love having to pull out my phone for everything.

While we have not customized or fully developed the app the "default" version works well for basic tasks like looking up contacts and adding notes etc while out of the office and traveling for work trips. It keeps you connected until you are able to get to a PC for more involved tasks. Interface on a mobile device is clean and simple to work in and navigate around the app.

I have no dislike regarding this product as I use it occasionally for basic functions. It service it purpose for this.

This is more of a nice to have for our company and adds the flexibility and the actual ability to easily access your SF data while on the go.

Another option to host apps through this cloud based service. Reduces in-house development time. Good for those that have light usage and for short durations and those that are currently on the Saleforce family of products and services. Not pure java functional features. Security features.

Not an open source platform which slows development in the platform. Also not all the tools are as responsive as we like it to be. Growth and pricing tied to Salesforce which can lead to questionable expenses ala Oracle. Certain tools also leaves a lot to be desired for a platform that is trying to grow. Security options that at times seem weak and not that much in terms of custom features.

Expanding our app selection and lowering the barriers of development and testing all in one.

Keeps all my contact in order and has a very user friendly interface. I learned how to use the system within an hour a couple years ago and it has gotten better ever since.

There needs to be a faster way to eliminate/change past due tasks. A quick view function of the profile (not just the task) with the option to change the date should be available.

I use salesforce to track my sales prospects and leads. It makes sure I follow up with my contacts regularly.

I like that all of my customer and lead data is centralized in one location.

When the system is updating and I'm entering in information, it won't save. I have to refresh the page and lose my info that I was trying to enter.

Have a platform to store data and share with colleagues.

It is easy to use, exansive and customable

it can be quite slow to load new pages and work several queries at the same time

keeping track of customer interactions

Nonprofits get free licenses for basic salesforce, plus some add-ons to meet their needs. I like NPSP and Outbound Funds for nonprofits. Salesforce is very customizable for nonprofit use cases, but it isn't free- you have to put time and resources into correctly designing, implementing, and maintaining it to get reward from it.

The way nonprofit products are moving right now. They new cloud is too complex for most small to medium nonprofits to manage, and they don't seem to care that it is too complex any more.

I don't need it to benefit me; I need it to benefit nonprofits and their missions. I like that low-code solutions are helping people who can't code get things done more easily.

On the base layer, Salesforce is very simple to use and can become as complex as you'd need or prefer.

Salesforce has a decently sharp learning curve, with project modules that require frequent playground refreshes to complete them

We need to track our donors and their gifts, and Salesforce allows us to do this in a package that's not too technical for most users

It is a very versitile and easy to use platform.

Costs for small companies is make it prohibitive.

CRM, Order management, asset management, service support management.

I like that Salesforce keeps an in depth record of history of all work done at the account level, and provides insight into opportunities, and acts as a shared place of intel for an organization to work out of.

I dislike that at any given point, there are so many variations of Salesforce fields within a report, that alot of trial and error is recquired to understand how to create the desired result when building or filtering reports. In other words, not the most user friendly for the average user when it comes to making edits.

Solving the problem of not having a unified place to work out of for sharing intel companywide

Saas Platform and accessible anywhere and anyone. Easy to use and develop applications. Most useful thing is that it can be accessed from anywhere by anyone on paltform

As a developer, sometimes it becomes harsh to build as its UI lags to much. Componets built on Salesforce takes time to laod sometimes, its lag is only the issue

Main problem Saleaforce solving is 'one solution for all your business needs', Digital amd mobile web applications to use, Low code solutions for you development needs.

ability to customize and create as many objects as possible

all the glitches with automation and limitations

ability to create as many objects and gather as much data as possible on clients

Excellent platform for work and also helps me work on cases smoothly and works without error any other obstacles. I would recommend to use the platform in all the companies

As far My experience with the Salesforce platform i have faced very minimal error however that were resolved on timely basis and service was recommendable and excellent

For me it act as an customer helping tool with i use to resolve the tickets in timely manner which helps me to complete my work smoothly and with no error work

The feature i liked most about the Salesforce platform is it's very user friendly and have very clean and responsive UI.

Nothing as such the product is truly amazing to use which can be improved about it's overall security.

It's low code development is helping me to ship features quickly in production environment which is making team more productive.

The idea of what Salesforce can be, is fantastic; Everything in one place, tracking leads, deals, campaigns and everything else in one system. It has a ton of functionality and never-ending features.

Having Salesforce at an early-stage startup (seed stage) is amazingly difficult. Really feels like we need a Salesforce admin, sales ops person, or some type of full time role to make sure everything is set up and running smoothly. We've had the platform for a year and still aren't fully using it ... defaulting to spreadsheets all the time.

Getting everything related to sales and marketing in one place. The biggest thing for us right now is being able to track sales opportunities. Enabling us to see open opportunities, what the next steps are, and making sure nothing falls through the cracks. As we get more closed-won deals, it's also helping us further develop our Ideal Customer Profile and thus, enabling better outreach and additional sales opportunities.

SFDC is integrated into most technology businesses either as the leading CRM or in conjunction with another CRM. The platform integrates leads, opportunities, CPQ, and finance well and there are endless enhancements that can be added based on what each organization needs.

It's too customizable, and every organization uses it differently depending on its needs. It can be difficult for users to navigate based on the setup and user experience level.

Pipeline forecasts, reporting on revenue and other metrics for the sales team.

Everything all in one place, integration tools

It is only as good an the SFDC admin team sets up permissions and filters

They are displaying pipeline generations and KPIS all on one easy dashboard

I like the integrations with Pardot and other platforms like Lucid Charts

There are some nuances such as making a lead vs contacts that I wish were explained a little better. There is also a some features of the forms that could be done better.

It's helping us keep track of our staff and volunteers and keeping all the information easily manageable and also allowing segementaion lists from Pardot to be streamlined based on Salesforce data.

I like having everything in one place for customer information as well as opportunities. The layout is user-friendly and very easy to pick up on, and the ability for anyone to create dashboards and reports is also a plus.

The admin space is lacking, it could be more user-friendly as it is not very easy to pick up on. The graphics could also be more modern & it is a little confusing with the terminology. Training could be better as well, for those who aren't as great with technology this is definitely not an easy tool to pick up on and requires a ton of manual hours at first.

Opens up communication streams between cross-functional teams to have in one place, one truth of data. Also helps accountability for the selling team by utilizing dashboards and reports.